Welcome to net2phone Sync. As an Administrator, you can manage your organization’s business communications, support Team Members, and maintain key call handling settings from the Sync app and the Sync Settings portal.
Your first Sync login
Start by accepting your invitation email and signing in to net2phone Sync. During your first login, you may need to create a secure password, complete two-factor authentication, and allow browser or mobile permissions depending on how you access Sync.
For step-by-step login guidance, see Your First net2phone Login.
Set up your personal settings first
Administrators usually have the same personal calling, messaging, voicemail, profile, and device settings as other users. Review the Welcome New Team Members article to complete your personal account setup before you begin managing company settings.
Sync App v. Sync Settings
Sync administration is split between the Sync app and the Sync Settings portal. The Sync app includes personal settings and some administrative access points. The Sync Settings portal is the browser-based administration area used to manage broader company-level configuration.
|
Sync app Use the Sync app to access your profile, personal calling settings, voicemail, notifications, contacts, calls, messaging, meetings, and available app-based admin options. |
Sync Settings portal Use the Sync Settings portal to manage company settings, Team Members, call routing, phone numbers, devices, Call Queues, diagnostics, and other administrative tools. |
Access the Sync Settings portal
The Sync Settings portal is the main browser-based workspace for administrators. Some profile and user settings are available in the Sync app, but administrators use the Settings portal for broader organizational configuration.
Open the Sync Settings portal to manage your organization’s settings.
Understand the Sync Settings portal navigation
The navigation options available in the Sync Settings portal may vary based on your organization’s service configuration and your assigned permissions.
| Area | What administrators manage |
|---|---|
| Company Settings | Team Members, departments, phone numbers, extensions, Ring Groups, schedules, devices, directories, and company profile settings. |
| Admin Settings | Administrative access, permissions, security settings, SSO, two-factor authentication, integrations, and higher-level account configuration. |
| Call Queues | Queue configuration, assigned agents, supervisors, queue routing behaviour, and queue-related reporting features when available. |
| Diagnostics | Diagnostic tools used to review service behaviour, support troubleshooting, and validate configuration details when needed. |
| Terms & Privacy | Legal, privacy, and service information related to your organization’s Sync environment. |
| Support | Support resources and contact options for assistance with your Sync service. |
Company Settings or Admin Settings?
As a general rule, daily operational settings belong in Company Settings. Access, security, permissions, and system-wide configuration belong in Admin Settings. Review our Sync Settings Portal Dashboard Overview for more details.
Understand the main admin features
The main administrator experience in Sync focuses on managing people, routing, devices, reporting, and business continuity settings. The exact features you see may vary based on your service configuration, assigned permissions, and licensed services.
Team Members and user settings
Administrators can manage user settings, including names, extensions, assigned phone numbers, roles, departments, licenses, directory visibility, and name recordings. These settings define how Team Members appear in Sync and how callers reach them through your organization’s call flows.
Common Team Member tasks include adding new users, updating profile details, reviewing assigned licenses, assigning phone numbers, and managing user-specific calling options. Browse the dedicated Company and Team Member Settings knowledge category for multiple process articles related to Team Member management.
Call routing and phone numbers
Administrators can manage call routing features to control how inbound calls move through the business. These features support shared answering models, after-hours routing, overflow coverage, and customer-facing call flows.
Common call routing features include Ring Groups, Special Extensions, Schedules, Welcome Menus, and Call Queues. Browse the dedicated Call Routing and Phone Numbers category for multiple process articles related to call routing and phone number management.
Administrators can review and manage company phone numbers, assigned destinations, and internal extension behaviour. These settings help control how callers reach Team Members, Ring Groups, Welcome Menus, Special Extensions, and other call routing destinations.
Devices and calling experience
Administrators can manage supported device settings that affect how Team Members place and receive calls. Device-related settings may include desk phone provisioning, caller ID behaviour, WebRTC calling options, and device ring behaviour.
Device availability and calling options may depend on the Team Member’s assigned license, physical device, and service configuration. Learn how to set up your connected devices and how to assign a desk phone to your extension (Admin only).
Analytics and company call history
Administrators can review available reporting tools to better understand call activity across the organization. Depending on feature availability, administrators may access analytics dashboards, company call history, queue reports, and downloadable call records to support operational reviews and troubleshooting. Refer to Analytics Overview (Admin) and Manage your Company's Call History for more details.
Integrations and additional services
Administrators may also manage supported integrations and related communication services, such as calendar or contact integrations, virtual fax, Single Sign On (SSO), and other licensed platform features, depending on the organization’s setup. Learn more about net2phone API Settings.
Continue your admin setup
After you complete your first login, review the areas of the platform you will manage most often. Start with the settings that affect daily operations, then move into advanced configuration and reporting.
| Start here | Recommended next step |
|---|---|
| Portal navigation | Review Sync Settings Portal Overview to understand the main administrator dashboard and navigation. |
| Personal setup | Review Welcome New Team Members if you have not finished your own profile, voicemail, device, and calling settings. |
| Team Member management | Review Manage Team Members to learn how to add Team Members, update user details, assign licenses, manage roles, and confirm directory settings. |
| Call routing | Review Manage Ring Groups, Create New Company Schedules, Manage Special Extensions, Manage Welcome Menus, and Call Queues as you begin configuring how calls move through your organization. |
| Devices and numbers | Review device and phone number articles to confirm assigned numbers, supported devices, caller ID behaviour, and desk phone configuration. |
Admin onboarding tip
Start with the features that affect daily operations first, such as Team Members, Devices, Ring Groups, and Schedules. Once those areas are confirmed, move on to reporting, integrations, Call Queues, and advanced routing features your organization uses.